Wealth Quarterback LLC Purchases and Sells in Q4 2025

Wealth Quarterback LLC

$265 Million
Q4 2025

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	31.2K + 60.2%	$656.2 - $690.71 $20.5M - $21.6M	83K $56.1M
QQQ	8.97K + 30.32%	$589.5 - $635.77 $5.29M - $5.7M	38.6K $23.3M
XLU	39.2K + 106.56%	$87.89 - $92.9 $3.45M - $3.64M	76K $6.75M
FBCG	52.9K + 87.93%	$52.27 - $56.39 $2.77M - $2.98M	113K $6.05M
DVY	10.2K + 27.6%	$138.1 - $143.11 $1.41M - $1.46M	47.2K $6.64M
AMD	534 + 4.84%	$164.01 - $264.33 $87.6K - $141K	11.6K $2.78M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ET	17.3K New	$16.29 - $17.01 $282K - $294K	17.3K $294K
UAMY	35.6K New	$6.36 - $17.8 $227K - $634K	35.6K $262K
HYG	2.95K New	$79.95 - $81.28 $236K - $240K	2.95K $236K
BSJR	10.2K New	$22.6 - $22.76 $231K - $233K	10.2K $231K
BSJQ	9.72K New	$23.36 - $23.46 $227K - $228K	9.72K $227K
BSJS	10.1K New	$21.91 - $22.1 $221K - $223K	10.1K $221K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIA	-17.4K - 88.5%	$454.87 - $482.76 $7.93M - $8.42M	2.27K $1.07M
FSMO	-122K - 87.57%	N/A	17.3K $456K
IYW	-9.15K - 46.56%	$192.8 - $211.27 $1.76M - $1.93M	10.5K $2.09M
XLY	-6.03K - 51.38%	$228.75 - $242.18 $1.38M - $1.46M	5.71K $1.32M
HD	-836 - 31.46%	$358.03 - $397.02 $299K - $332K	1.82K $651K
KTOS	-3.21K - 32.25%	$71.69 - $105.67 $230K - $339K	6.74K $488K

Activity Summary All Purchases 109 New Holdings 9 Increased Positions 100 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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